Purchases and Sales Made in Q3 2023 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 2023. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
771+ 3.13% |
$34K - $35.7K
|
25.4K
$584K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
771+ 2.96% |
$34K - $35.7K
|
26.8K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
761+ 15.13% |
$33.6K - $35.3K
|
5.79K
$133K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
672+ 5.63% |
$29.7K - $31.1K
|
12.6K
$290K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
620+ 1.62% |
$27.4K - $28.7K
|
38.9K
$893K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
612+ 0.91% |
$27K - $28.4K
|
67.7K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
589+ 1.86% |
$26K - $27.3K
|
32.3K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
573+ 2.12% |
$25.3K - $26.5K
|
27.6K
$634K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
572New |
$25.2K - $26.5K
|
572
$13.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
525+ 1.14% |
$23.2K - $24.3K
|
46.7K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
508+ 1.44% |
$22.4K - $23.5K
|
35.8K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
506+ 11.51% |
$22.3K - $23.4K
|
4.9K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
498+ 2.01% |
$22K - $23.1K
|
25.2K
$579K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
493+ 7.37% |
$21.8K - $22.8K
|
7.19K
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
439+ 7316.67% |
$19.4K - $20.3K
|
445
$10.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
421+ 2.28% |
$18.6K - $19.5K
|
18.9K
$433K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
402+ 67.91% |
$17.7K - $18.6K
|
994
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
400+ 0.59% |
$17.7K - $18.5K
|
67.7K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
363+ 4.54% |
$16K - $16.8K
|
8.35K
$192K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
293+ 2.36% |
$12.9K - $13.6K
|
12.7K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
289+ 4.66% |
$12.8K - $13.4K
|
6.49K
$149K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
274+ 57.56% |
$12.1K - $12.7K
|
750
$17.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
272+ 4.0% |
$12K - $12.6K
|
7.07K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
218+ 4.28% |
$9.62K - $10.1K
|
5.31K
$122K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
198+ 4.75% |
$8.74K - $9.17K
|
4.37K
$100K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
190New |
$8.39K - $8.8K
|
190
$4.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 0.87% |
$7.77K - $8.15K
|
20.4K
$467K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
152+ 3.14% |
$6.71K - $7.04K
|
4.99K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145+ 1.09% |
$6.4K - $6.72K
|
13.5K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
119New |
$5.25K - $5.51K
|
119
$2.73K
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.41K - $4.63K
|
100
$2.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
97+ 1.85% |
$4.28K - $4.49K
|
5.33K
$122K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
76+ 0.73% |
$3.35K - $3.52K
|
10.5K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72+ 0.5% |
$3.18K - $3.34K
|
14.4K
$330K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.05K - $3.2K
|
8.26K
$190K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
66+ 0.59% |
$2.91K - $3.06K
|
11.2K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
65+ 0.11% |
$2.87K - $3.01K
|
59.7K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
59+ 1.04% |
$2.6K - $2.73K
|
5.76K
$132K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
59New |
$2.6K - $2.73K
|
59
$1.35K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55+ 1.61% |
$2.43K - $2.55K
|
3.48K
$79.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
53+ 0.31% |
$2.34K - $2.46K
|
17.4K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
49+ 0.86% |
$2.16K - $2.27K
|
5.75K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
47+ 111.9% |
$2.07K - $2.18K
|
89
$2.04K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
43+ 1.13% |
$1.9K - $1.99K
|
3.86K
$88.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 4.19% |
$1.77K - $1.85K
|
994
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.68K - $1.76K
|
14.2K
$325K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
37+ 0.17% |
$1.63K - $1.71K
|
21.5K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 0.86% |
$1.54K - $1.62K
|
4.11K
$94.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.73% |
$1.46K - $1.53K
|
4.58K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 40.24% |
$1.46K - $1.53K
|
115
$2.64K
|